Steve, Not I, do you have a guess. <g>
Nice article at:
semibiznews.com
Short extract shows that 3 of MTSN's customers are expected to show the strongest growth. Hmmmm, is that because they're MTSN's customers? :-)
Ian.
+++++++
...Samsung will show the highest growth rate of the top ten companies, McClean predicts, an increase that will be due mostly to the strong second-half DRAM market. The South Korean company will grow 35% to $5.8 billion in chip sales. It is expected to gain two spots in the rankings this year, rising from No. 8 to No. 6.
Infineon is expected to register the second biggest jump, moving from the No. 10 position last year to number eight in 1999. Its sales should hit $4.94 billion, up 26% from last year. It also is expected to benefit from the rebound in the DRAM market, as well as a surge in analog chip sales to the communications systems market, McClean says.
TI is also growing faster than the overall chip market and is predicted to climb to the number three position this year. It will grow 22% this year to $7.66 billion in sales, according to IC Insights. The Dallas chip maker is doing this by taking advantage of its strengths in leading-edge products, McClean says. It is riding the cellular handset boom, which should grow 58% this year, with its analog and DSP chips, he notes.
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